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Optimum Investment Advisors’s Phreesia PHR Stock Holding History

Optimum Investment Advisors’s Portfolio PHR Stock Details PHR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-300
Closed -$9.69K – 749
2023
Q1 		$9.69K Buy
+300
New +$10.6K 0.01% 568

Other funds holding PHR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
RSCM
Rock Springs Capital Management Baltimore, Maryland $1.7B AUM 93.03% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Optimum Investment Advisors's PHR Position: Q2 2023 in Review

Optimum Investment Advisors sold out of Phreesia (PHR) in Q2 2023, closing a stake of 300 shares — an estimated $9.69K sold.

Optimum Investment Advisors first reported a position in PHR in Q1 2023 and held it in 1 quarter. The position peaked at $9.69K in Q1 2023. 192 funds tracked by Wall St. Rank hold PHR as of Q2 2023.

  • Optimum Investment Advisors reported no remaining Phreesia position as of Q2 2023 after selling out during the quarter.
  • Optimum Investment Advisors sold 300 Phreesia shares in Q2 2023, an estimated $9.69K.
  • Optimum Investment Advisors first reported a position in Phreesia in Q1 2023 and held it in 1 quarter.
  • Optimum Investment Advisors's Phreesia position peaked at $9.69K in Q1 2023.
  • 192 funds tracked by Wall St. Rank held Phreesia as of Q2 2023.

Based on Optimum Investment Advisors's 13F filing for Q2 2023, filed 3 Aug 2023.